Legend Financial Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Legend Financial Advisors’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-38	Closed	-$5.14K	–	133
2024 Q4	$5.14K	Hold	38	–	–	﹤0.01%	154
2024 Q3	$5.3K	Buy	38 +14	+58%	+$1.89K	﹤0.01%	124
2024 Q2	$3.08K	Buy	24 +6	+33%	+$767	﹤0.01%	210
2024 Q1	$2.35K	Sell	18 -45	-71%	-$5.62K	﹤0.01%	173
2023 Q4	$7.88K	Sell	63 -52	-45%	-$5.83K	0.01%	135
2023 Q3	$12.6K	Buy	115 +9	+8%	+$1.04K	0.01%	124
2023 Q2	$12.2K	Buy	106 +25	+31%	+$2.73K	0.01%	137
2023 Q1	$8.9K	Hold	81	–	–	0.01%	160
2022 Q4	$8.75K	Buy	81 +9	+13%	+$989	0.01%	173
2022 Q3	$7.32K	Buy	+72	New	+$8.08K	0.01%	168

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Legend Financial Advisors's IJT Position: Q1 2025 in Review

Legend Financial Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2025, closing a stake of 38 shares — an estimated $5.14K sold.

Legend Financial Advisors first reported a position in IJT in Q3 2022 and held it in 10 quarters. The position peaked at $12.6K in Q3 2023. 716 funds tracked by Wall St. Rank hold IJT as of Q1 2025.

Legend Financial Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2025 after selling out during the quarter.
Legend Financial Advisors sold 38 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2025, an estimated $5.14K.
Legend Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2022 and held it in 10 quarters.
Legend Financial Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $12.6K in Q3 2023.
716 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.